Column Capital Advisors’s Chubb CB Stock Holding History

Column Capital Advisors’s Portfolio CB Stock Details CB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$121K	Hold	582	–	–	0.02%	195
2023 Q2	$112K	Hold	582	–	–	0.02%	208
2023 Q1	$113K	Sell	582 -93	-14%	-$19.5K	0.02%	203
2022 Q4	$149K	Buy	675 +235	+53%	+$48.9K	0.02%	156
2022 Q3	$80K	Hold	440	–	–	0.02%	211
2022 Q2	$86K	Hold	440	–	–	0.02%	213
2022 Q1	$94K	Buy	440 +188	+75%	+$38.2K	0.02%	205
2021 Q4	$49K	Buy	252 +7	+3%	+$1.31K	0.01%	300
2021 Q3	$43K	Hold	245	–	–	0.01%	289
2021 Q2	$39K	Hold	245	–	–	0.01%	305
2021 Q1	$39K	Buy	245 +200	+444%	+$32.2K	0.01%	302
2020 Q4	$7K	Sell	45 -27	-38%	-$3.79K	﹤0.01%	498
2020 Q3	$8K	Sell	72 -156	-68%	-$19.6K	﹤0.01%	466
2020 Q2	$28K	Sell	228 -172	-43%	-$19.9K	0.01%	328
2020 Q1	$45K	Hold	400	–	–	0.02%	208
2019 Q4	$62K	Buy	+400	New	+$61.2K	0.03%	206

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Column Capital Advisors's CB Position: Q3 2023 in Review

Column Capital Advisors held its Chubb (CB) position steady in Q3 2023 at 582 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #195.

Column Capital Advisors first reported a position in CB in Q4 2019 and has held it in 16 quarters since. The position peaked at $149K in Q4 2022. 1,475 funds tracked by Wall St. Rank hold CB as of Q3 2023.

Column Capital Advisors held 582 shares of Chubb worth $121K as of Q3 2023.
Column Capital Advisors left its Chubb share count unchanged in Q3 2023.
Chubb made up 0.02% of Column Capital Advisors's portfolio in Q3 2023, its #195 holding.
Column Capital Advisors first reported a position in Chubb in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Chubb position peaked at $149K in Q4 2022.
1,475 funds tracked by Wall St. Rank held Chubb as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.